See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,335 | $84,233+61.9% | $170,442-20.0% | $70,131+94.4% |
| Participation rate | 84.4% | 70.8%+13.5pp | 83.6%+0.8pp | 69.5%+14.8pp |
| Annual return | 16.97% | 23.06%-6.1pp | 205.93%-189.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $4,840 | $3,387+42.9% | $5,433-10.9% | $2,342+106.6% |
| Participant deferral / active EE | $3,514 | $3,086+13.9% | $4,939-28.9% | $3,332+5.5% |
| Admin fee / account holder | $2,335 | $5,698-59.0% | $13,880-83.2% | $4,645-49.7% |